Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Kay Bosilevac is a financial advisor with over 26 years of experience in the industry. She is currently registered with BOK Financial Securities, Inc., where she has been since August 2019. Sheryl has held previous positions at UMB FINANCIAL SERVICES, INC. and BANC OF AMERICA INVESTMENT SERVICES, INC. She is licensed to sell securities in Arizona, California, Kansas, Missouri, and Texas. Sheryl holds Series 7 and Series 66 licenses. She provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Sheryl is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Furnishes advice about securities in any manner not described above.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
09/23/2019 - Present
BOK Financial Securities, Inc. (Overland Park KS)
KS
03/30/2011 - 08/22/2019
UMB FINANCIAL SERVICES, INC. (Leawood KS)
MO
01/08/2002 - 03/30/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (KANSAS CITY MO)
MO
01/10/2000 - 07/12/2001
ARCHER ALEXANDER SECURITIES CORPORATION (KANSAS CITY MO)
MO
10/10/1995 - 01/22/1998
FIRST SPRINGFIELD SECURITIES, INC. (SPRINGFIELD MO)
FL
03/19/1992 - 10/22/1993
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
KS
12/19/1988 - 03/27/1990
BANKERS & INVESTORS CO. (KANSAS CITY KS)
BOTH
Issued 12/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sheryl Bosilevac is the right advisor for you? Invested Better is here to help.
